Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Premier Ethical A Inc

Ranked 7 out of 261 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Chris Wright

Guildford-based Chris Wright is currently a Senior Investment Manager at Premier Asset Management. Chris adopts a pragmatic approach to his portfolio in terms of market cycles and currently manages two funds which invest primarily in European-based equities. Chris first began his career as a Trainee Analyst for NPI, before becoming a UK Equity Manager for BAPF in March 1986. Since then, Chris has held a number of sales roles with various companies before assuming his current position in September 2008. Chris was educated in Manchester, where he studied Management Sciences.

Objective

To achieve capital growth over the long term. The Fund’s investment policy is to invest in companies which meet defined ethical criteria predominately in the UK, although the Investment Adviser may invest internationally when appropriate. T

Performance

UK (All Companies) over : 31/10/2013 - 31/10/2014

Total Return

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 3.0% 4.8% -3.5% 2.2% -0.3%
2013 36.7% 11.7% 2.3% 7.6% 11.1%
2012 23.9% 12.4% -5.6% 8.1% 8.0%
2011 -6.4% 0.3% 2.3% -13.9% 6.0%
2010 10.9% 3.4% -7.5% 10.8% 4.7%
2009 20.8% -9.3% 9.3% 19.5% 2.1%
2008 -27.5% -9.0% -4.3% -7.5% -10.1%
2007 0.7% 3.7% 1.0% -4.1% 0.2%
2006 18.7% 7.2% -2.1% 4.9% 7.9%
2005 17.5% 1.6% 3.4% 6.3% 5.2%
2004 14.1% 2.7% 2.3% 1.4% 7.1%
2003 19.5% -8.0% 16.9% 4.5% 6.3%
2002 -25.6% 0.1% -13.0% -17.5% 3.5%
2001 -15.1% -9.5% 0.6% -18.8% 14.8%
2000 -4.1% -0.1% -4.0% 3.9% -3.7%
1999 30.7% 10.2% 2.1% -1.6% 18.0%
1998 0.9% 15.2% -0.1% -17.4% 6.1%
1997 9.4% 4.8% -3.4% 5.5% 2.4%
1996 21.3% 10.0% 9.0% 0.2% 1.0%
1995 8.1% 3.1% 4.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 5.21
GBP Cash 4.83
Prudential PLC ORD 4.52
AA PLC ORD 3.90
OneSavings Bank PLC ORD 3.45
Micro Focus International PLC ORD 3.28
Dixons Carphone PLC ORD 3.21
Close Brothers Group PLC ORD 3.00
Arrow Global Group PLC ORD 2.98
Investec PLC ORD 2.95
30/09/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/07/1986
  • Share Class size47Mn
  • Base currencyGBP
  • ISIN GB0004072699

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment500

Charges

  • Annual management1.5%
  • Initial investment4

Related News

Harris wings it to Hermes

Philip Harris, fund manager of the Credit Suisse Smaller Companies fund, has resigned to join investment boutique Hermes.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP).